Tripletail Wealth Management, LLC

CIK 0002079812 · ORLANDO, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Tripletail Wealth Management, LLC reported 278 positions worth $86.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: JBTM (19.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$86.9M
2026 Q2
Positions
278
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.3%
Est. Net Flow (Q)
2026 Q2
10 / 278 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1JBTMJBT MAREL CORPORATIONSH$16.7M19.23%114,615
2NVDANVIDIA CORPORATIONSH$4.4M5.06%22,565
3RSPINVESCO EXCHANGE TRADED FD TSH$3.3M3.80%15,367
4AAPLAPPLE INCSH$2.6M2.98%8,383
5PULSPGIM ETF TRSH$2.1M2.40%42,019
6AMZNAMAZON COM INCSH$1.8M2.12%7,589
7MUMICRON TECHNOLOGY INCSH$1.8M2.06%1,832
8MSFTMICROSOFT CORPSH$1.7M1.97%4,385
9IVWISHARES TRSH$1.6M1.88%12,071
10QDPLPACER FDS TRSH$1.5M1.77%33,962

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tripletail Wealth Management, LLC hold as of Q2 2026?

Tripletail Wealth Management, LLC reported 278 positions worth $86.9M in its Q2 2026 13F filing. Largest positions: JBTM (19.2%), NVDA (5.1%), RSP (3.8%), AAPL (3.0%) and PULS (2.4%).

What did Tripletail Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tripletail Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.